Dead/Remove Leads Process

In order to mark a lead Dead/Remove it should fall into one of these five categories​

1. It is CLEAR junk – this means there is 0 possibility that a lead could be a real person/company ​

1. Example of when to reject lead: ​

1. Person Name: Mickey Mouse ​

2. Person Email: mm@mickeymouse.com ​

3. Phone Number: 800-800-8000​

2. Example of when NOT to reject: ​

1. Person Name: John James​

2. Company Name; IT Solutions ​

3. Person Email: john.james@itsolitions.com ​

1. Even though the company name doesn't match the email – this doesn't mean it's not a real person ​

3. End User/MMEs are NOT junk!! ​

2. Lead is a Kaseya/Pulseway Employee ​

3. Lead is Selling to Pulseway​

4. Lead is a Competitor (nable.com, etc)

5. Lead is a student and we have a confirmation of that 

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1. If the "gatekeeper" / "front desk personnel did not confirm the trial or the interest in RMM - we are not disqualifying this lead.  Not everyone in the company can confirm / be aware of the trial / requirement/ etc. 

2. If the "gatekeeper" / "front desk personnel" did not confirm the employee details but the lead info looks like there is a possibility that it is a real person - we are not dead/removing it. 

3. If we are following the lead for 3 weeks and we fail to establish connect. This goes to dead/remarket and unresponsive, not dead/remove. 

In order to mark a lead Dead/Remarket it should fall into one of these categories: ​

•  There is incorrect data on the lead record ​

• DIFFERENT FROM JUNK!! ​

• Incorrect data = wrong phone number / wrong website but looks like a real person​

• You've talked to the lead – they aren't the decision maker, influencer or part of the buying group in any way ​

• Unresponsive: After you complete the buyer journey steps you have been unable to get in touch with the lead 

• They have no budget (they expect a free software would not invest into anything) 

• Language barrier (we tried to establish connect via emails, etc)

• Other dead/remarket reasons that might come as a result of PW experience (experience issues, etc)

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After you mark a lead as Dead/Remarket, marketing will enrol the lead in one of their remarketing campaigns.